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This city should be a primary beneficiary of the exodus out of the large and high tax places that has accelerated thanks to the pandemic.
There are reasons to proceed with extreme caution in the current market, including the possibility that the U.S. won't have a divided government.
At the very least it isn't known whether Republicans will maintain control of the Senate, and that outcome alone could change the market landscape.
The prospect of protracted political acrimony plus tax and regulatory changes unfriendly to business could weigh on equities.
Smart Global Holdings and Leaf Group have seen purchases of their shares by people in the know.
Here's an update of our investment themes on these companies.
Kala Pharmaceuticals and Enova International are two companies that have better prospects than the market is pricing in at present.
Few parts of the economy suffered worse from reduced global economic activity than energy.